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RF&L Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RF&L Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.74M Sell
200,932
-3,529
-2% -$173K 7.29% 4
2025
Q4 		$9.53M Sell
204,461
-3,095
-1% -$140K 5.34% 4
2025
Q3 		$9.28M Buy
207,556
+1,560
+0.8% +$67.9K 5.44% 4
2025
Q2 		$8.71M Buy
205,996
+680
+0.3% +$27.3K 5.61% 4
2025
Q1 		$8.46M Sell
205,316
-3,940
-2% -$165K 6.05% 4
2024
Q4 		$8.56M Sell
209,256
-2,525
-1% -$107K 6.06% 4
2024
Q3 		$8.83M Sell
211,781
-6,057
-3% -$245K 6.25% 4
2024
Q2 		$8.55M Sell
217,838
-7,825
-3% -$310K 6.51% 4
2024
Q1 		$9.23M Sell
225,663
-9,596
-4% -$367K 7.11% 3
2023
Q4 		$8.76M Sell
235,259
-2,405
-1% -$82.8K 7.28% 2
2023
Q3 		$8.09M Sell
237,664
-6,979
-3% -$244K 7.51% 2
2023
Q2 		$8.44M Sell
244,643
-3,320
-1% -$111K 7.7% 2
2023
Q1 		$8.3M Sell
247,963
-4,985
-2% -$171K 8.05% 2
2022
Q4 		$8.47M Buy
+252,948
New +$8.41M 8.72% 2

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RF&L Wealth Management's DFUV Position: Q1 2026 in Review

RF&L Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q1 2026, selling an estimated $173K and leaving 200,932 shares worth $9.74M. The position accounts for 7.29% of the portfolio, ranked #4.

RF&L Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • RF&L Wealth Management held 200,932 shares of Dimensional US Marketwide Value ETF worth $9.74M as of Q1 2026.
  • RF&L Wealth Management sold 3,529 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $173K.
  • Dimensional US Marketwide Value ETF made up 7.29% of RF&L Wealth Management's portfolio in Q1 2026, its #4 holding.
  • RF&L Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.